Shares ntawm Booking Holdings Inc (NASDAQ: BKNG) tau rov zoo li qub nyob rau lub Peb Hlis thiab tus thawj coj ntawm kev tshawb fawb hauv internet ntawm Evercore ISI hais tias qhov rov qab los yuav txuas ntxiv mus, xav tias tsis muaj kev cuam tshuam ntxiv rau ntawm COVID pem hauv ntej.
Mark Mahaney piav qhia vim li cas nws nyiam BKNG
Kev lag luam mus txawv tebchaws zoo li yuav nce siab rau xyoo no thiab Booking Holdings, raws li Mark Mahaney, yog ib txoj hauv kev zoo tshaj plaws los ua kom rov zoo. Ntawm CNBC's "Squawk Box", nws hais tias:
Booking yog ib lub npe uas kuv nyiam tshwj xeeb vim nws yog ib tug zoo-zoo, zoo-tsim qauv kev lag luam. Cov tub ntxhais hluas siab nqi-rau-nyiaj tau ntau yam rau qhov kuv xav tias zoo dua li kev lag luam loj hlob. Nws yog qhov tseeb rov ua si piv txwv tias kev mus ncig txuas ntxiv rov qab.
Kev mus ncig rov qab los twb tau tshwm sim hauv Booking's Q4 daim ntawv qhia uas qhia txog kev loj hlob ntawm 140% xyoo dhau los ntawm cov nyiaj tau los. Mahaney kuj nyiam Expedia hauv qhov chaw no.
CEO Fogel kuj tseem bullish rau kev rov qab mus ncig
Raws li WTTC, kev mus ncig thiab kev ncig tebchaws, tsawg kawg hauv Tebchaws Meskas, xav tias yuav nce qib ua ntej-COVID nyob rau xyoo 2022. Cov kev ntseeg siab zoo sib xws hauv Booking CEO Glenn Fogel cov lus hais ntawm Economic Times Ntiaj Teb Kev Lag Luam Summit ua ntej lub hli no.
Cov ntawv tuaj tos thiab peb cia siab tias 2022 yuav yog lwm xyoo rov qab los rau kev lag luam mus ncig. Tib neeg tseem tau ceev faj me ntsis txog kev lag luam mus ncig, tab sis nws kuj tseem yuav rov qab mus rau theem ua ntej muaj kev sib kis.
Phab ntsa Street kuj tau tig mus rau ntau qhov siab ntawm BKNG. Tsis ntev los no, Oppenheimer tau hloov kho cov khoom lag luam kom "ua tau zoo dua".
Tus ncej Cov khoom lag luam mus ncig no yog 'kev ua si zoo rov qab' tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/03/30/this-travel-stock-is-a-high-quality-recovery-play/